Using addons effectively

Sage Estimating (SQL) addons are extremely flexible.

Addons, or markups, are indirect costs that apply to the whole estimate. Addon amounts can be based on a wide variety of costs such as the total cost of the estimate, category costs (labor, material, and equipment, for example), or selected hours.

To take advantage of this powerful feature, you should review the following information:

• You can base addons on a variety of costs such as categories, estimate totals, or even other addons.

• You can create several addons with different rates for the same expense.

• You choose the specific addons that you need for each estimate in the Totals window.

• You can position an addon to include some estimate costs and exclude others. Example

  Example: If you want the insurance addon to include the cost of office overhead, position the insurance addon after the office overhead addon.

  

• You can customize the way an addon is calculated for a particular estimate by changing the addon details in the Totals window.

• When printing estimate reports, you can prorate (allocate) addons across items instead of showing each one separately.

• When generating transactions for job cost, you can prorate (allocate) addons across items instead of including a separate transaction for each one.